SWS
SYSTM Wealth Solutions’s Holley HLLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,265
| Closed | -$90.4K | – | 800 |
|
|
2024
Q1 | $90.4K | Buy |
+20,265
| New | +$90.4K | 0.01% | 491 |
|
|
2023
Q4 | – | Sell |
-20,017
| Closed | -$99.9K | – | 1014 |
|
|
2023
Q3 | $99.9K | Hold |
20,017
| – | – | 0.02% | 457 |
|
|
2023
Q2 | $81.9K | Sell |
20,017
-141
| -0.7% | -$577 | 0.01% | 484 |
|
|
2023
Q1 | $55.2K | Hold |
20,158
| – | – | 0.01% | 462 |
|
|
2022
Q4 | $42.7K | Buy |
+20,158
| New | +$42.7K | 0.01% | 522 |
|